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Nippon India Focused Equity Fund

Nippon India Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.31

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,234 today.

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NAV Performance

Nippon India Focused Equity Fund performance graph for last 3 years
Performance of Nippon India Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 80.357

    as on 20 Oct 2021
  • Regular - Growth

  • 9 / 22

  • ₹ 5,000

  • ₹ 5,282 Cr.

    as on 20 Oct 2021
  • 1.96%

    since 31 May 2021
  • 02 Jan 2013

  • Equity - Focused Fund

  • S&P BSE 500 TRI

  • Nippon India Mutual Fund

    Show All Funds
  • Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Nippon India Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Nippon India Mutual Fund. You can also view here all other Equity funds offered by Nippon India Mutual Fund.

Latest NAV of the fund is ₹ 80.357 as on 20 Oct 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 1.96%. Ideally you shoulds compare this fund with the benchmark S&P BSE 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs.

List of Fund Managers of Nippon India Focused Equity Fund

  • About Prateek Poddar

    Picture of Prateek  Poddar
  • About Vinay Sharma

    Picture of Vinay SharmaVinay Sharma is Equity Fund Manager at Reliance Mutual Fund. Vinay graduated in architecture from MNIT Jaipur and did his post graduate diploma in computer aided management from IIM Calcutta. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute, USA. Vinay has a total experience of around 14 years. Before his association with Reliance Mutual Fund, Vinay worked as a fund manager at ICICI Prudential Management for several years managing both diversified and thematic funds. Prior to that he has been an equity research analyst at AIG Global Asset Management and JP Morgan India. Vinay has been instrumental in many NFO launches and product initiatives in his previous stints, and has attended several global investment conferences and seminars.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 11.32% 18.59% 37.03% 78.53% 35.14% 31.93% 19.34% 19.33% 71.05% 53.91% 39.75% 27.05% 19.85%
Category Average 4.57% 14.20% 28.39% 58.99% 26.94% 22.00% 15.37% 15.84% 52.89% 43.33% 30.93% 20.59% 16.84%
Nippon India Focused Equity Fund 6.38%₹ 10,637 16.66%₹ 11,666 30.21%₹ 13,020 78.53%₹ 17,853 63.76%₹ 15,821 33.73%₹ 17,926 53.91%₹ 38,775 24.31%₹ 19,234 36.53%₹ 60,317 14.89%₹ 20,025 22.32%₹ 1,04,423 19.03%₹ 57,157 19.85%₹ 3,41,829
IIFL Focused Equity Fund 5.88%₹ 10,587 17.10%₹ 11,709 35.19%₹ 13,519 66.00%₹ 16,600 62.83%₹ 15,769 35.14%₹ 18,308 51.47%₹ 38,049 31.93%₹ 22,998 39.75%₹ 62,881 19.28%₹ 24,156 27.05%₹ 1,16,972 - -
Axis Focused 25 Fund 3.02%₹ 10,301 17.06%₹ 11,706 32.66%₹ 13,266 60.99%₹ 16,099 55.38%₹ 15,348 27.58%₹ 16,308 44.74%₹ 36,076 24.81%₹ 19,465 33.42%₹ 57,916 19.34%₹ 24,220 23.60%₹ 1,07,706 - -
SBI Focused Equity Fund 3.21%₹ 10,320 16.24%₹ 11,624 32.26%₹ 13,225 68.89%₹ 16,889 62.27%₹ 15,737 29.09%₹ 16,698 46.34%₹ 36,541 26.48%₹ 20,260 34.20%₹ 58,515 18.43%₹ 23,311 23.84%₹ 1,08,336 18.90%₹ 56,553 19.80%₹ 3,40,852
Principal Focused Multicap Fund 5.26%₹ 10,526 13.26%₹ 11,326 28.95%₹ 12,895 63.00%₹ 16,299 54.97%₹ 15,324 31.35%₹ 17,292 45.98%₹ 36,438 25.24%₹ 19,667 34.07%₹ 58,418 16.97%₹ 21,905 23.00%₹ 1,06,162 16.08%₹ 44,484 17.62%₹ 3,02,981
ICICI Prudential Focused Equity Fund 5.89%₹ 10,588 16.45%₹ 11,644 31.56%₹ 13,155 67.93%₹ 16,793 60.55%₹ 15,640 32.49%₹ 17,594 49.21%₹ 37,383 20.31%₹ 17,431 33.93%₹ 58,306 14.71%₹ 19,867 21.65%₹ 1,02,761 14.92%₹ 40,237 16.11%₹ 2,79,384

Portfolio Holdings

Portfolio holdings pattern of Nippon India Focused Equity Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    91.97%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    8.03%

Top Sector Holdings of Nippon India Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 27.38% ₹ 1,446.48 Cr.
Computers - Software 7.97% ₹ 420.87 Cr.
Refineries/Marketing 7.63% ₹ 402.90 Cr.
Telecom - services 5.17% ₹ 273.34 Cr.
Cigarettes 4.16% ₹ 219.96 Cr.
Others 47.69% -

Top Stock Holdings of Nippon India Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.97% ₹ 420.87 Cr.
State Bank Of India 7.76% ₹ 410.07 Cr.
HDFC Bank Ltd. 6.84% ₹ 361.27 Cr.
ICICI Bank Ltd. 6.69% ₹ 353.37 Cr.
Axis Bank Ltd. 6.09% ₹ 321.77 Cr.
Others 64.65% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.67%
Warrants 0.89%
Margin 0.53%
Net Receivables -0.06%